See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,554 | $61,272+13.5% | $149,673-53.5% | $71,457-2.7% |
| Participation rate | 13.7% | 62.5%-48.8pp | 78.8%-65.0pp | 67.9%-54.2pp |
| Annual return | 18.20% | 35.85%-17.6pp | 134.42%-116.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $894 | $2,917-69.4% | $5,680-84.3% | $4,289-79.2% |
| Admin fee / account holder | $315 | $1,261-75.0% | $13,210-97.6% | $1,587-80.2% |